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Wealthspire Advisors (New York)’s iShares Global REIT ETF REET Stock Holding History

Wealthspire Advisors (New York)’s Portfolio REET Stock Details REET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.98M Buy
252,547
+11,777
+5% +$319K 0.04% 216
2026
Q1 		$6.06M Buy
240,770
+28,159
+13% +$731K 0.05% 148
2025
Q4 		$5.3M Buy
212,611
+11,042
+5% +$279K 0.04% 154
2025
Q3 		$5.15M Buy
201,569
+8,768
+5% +$220K 0.03% 165
2025
Q2 		$4.76M Sell
192,801
-7,605
-4% -$184K 0.03% 163
2025
Q1 		$4.86M Buy
200,406
+3,627
+2% +$88.3K 0.03% 164
2024
Q4 		$4.72M Buy
196,779
+7,576
+4% +$193K 0.05% 149
2024
Q3 		$5.05M Sell
189,203
-878
-0.5% -$22.2K 0.05% 149
2024
Q2 		$4.42M Sell
190,081
-3,881
-2% -$88.7K 0.06% 123
2024
Q1 		$4.59M Buy
193,962
+2,378
+1% +$55.6K 0.06% 117
2023
Q4 		$4.63M Buy
191,584
+2,154
+1% +$47.1K 0.07% 116
2023
Q3 		$4.01M Sell
189,430
-1,615
-0.8% -$37K 0.07% 115
2023
Q2 		$4.39M Sell
191,045
-11,471
-6% -$261K 0.07% 103
2023
Q1 		$4.64M Buy
202,516
+6,515
+3% +$154K 0.08% 100
2022
Q4 		$4.45M Buy
196,001
+12,117
+7% +$270K 0.08% 104
2022
Q3 		$3.91M Buy
183,884
+45,549
+33% +$1.12M 0.08% 102
2022
Q2 		$3.35M Buy
138,335
+39,827
+40% +$1.06M 0.07% 112
2022
Q1 		$2.88M Buy
98,508
+5,402
+6% +$154K 0.06% 102
2021
Q4 		$2.85M Buy
93,106
+34
+0% +$994 0.06% 113
2021
Q3 		$2.55M Buy
93,072
+691
+0.7% +$19.8K 0.05% 139
2021
Q2 		$2.56M Buy
92,381
+7,054
+8% +$193K 0.07% 99
2021
Q1 		$2.17M Buy
85,327
+5,823
+7% +$144K 0.05% 169
2020
Q4 		$1.9M Buy
+79,504
New +$1.79M 0.06% 142
2020
Q2 		– Sell
-37,886
Closed -$726K – 468
2020
Q1 		$726K Buy
+37,886
New +$966K 0.03% 241

Other funds holding REET

State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Wealthspire Advisors (New York)'s REET Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares Global REIT ETF (REET) stake by 4.9% in Q2 2026, buying an estimated $319K and bringing the position to 252,547 shares worth $6.98M. The position accounts for 0.04% of the portfolio, ranked #216.

Wealthspire Advisors (New York) first reported a position in REET in Q1 2020 and has held it in 24 quarters since. 320 funds tracked by Wall St. Rank hold REET as of Q2 2026.

  • Wealthspire Advisors (New York) held 252,547 shares of iShares Global REIT ETF worth $6.98M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 11,777 iShares Global REIT ETF shares in Q2 2026, an estimated $319K.
  • iShares Global REIT ETF made up 0.04% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #216 holding.
  • Wealthspire Advisors (New York) first reported a position in iShares Global REIT ETF in Q1 2020 and has held it in 24 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Global REIT ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.